Work Order Setup

Keystyle Support Team -

If you are using work orders in your Viewpoint mechanic timecard, you can optimize your portal by customizing the lookups below.

 

Equipment

Open the UD User Defined Lookups form in Vista and copy the existing EMEM lookup.  Modify the new lookup as shown below.

  • From
    • EMEM with (nolock)
  • Where
    • EMEM.EMCo = ISNULL(?,1) and 1 = case when ISNULL(?,-1) = -1 then 1 when EMWI.WorkOrder = ?  and EMWI.WOItem = ? then 1 Else 0 END
  • Join Clause
    • LEFT OUTER JOIN EMWI on EMEM.EMCo = EMWI.EMCo and EMEM.Equipment = EMWI.Equipment
  • Group By
    • EMEM.EMCo, EMEM.Equipment, EMEM.Description

Configure the lookup in Viewpoint by following the steps below.

  1. Open PR Timecard Entry and click the Field properties on Equipment
  2. Click the Lookups tab in the field properties window and add the custom lookup created above
  3. Enter in the parameters as shown in the screen shot below (29,31,31,32)
  4. Change the load Sequence to 0 and ensure that it is the only 0

 

Cost Codes

Open the UD User Defined Lookups form in Vista and copy the existing EMCC lookup.  Modify the new lookup as shown below.

  • From
    • EMCC with (nolock)
  • Where
    • EMCC.EMGroup = 1 and 1 = CASE WHEN ISNULL(?,-1) = -1 Then 1 WHEN EMWI.WorkOrder = ? and EMWI.WOItem = ? Then 1 Else 0 END
  • Join Clause
    • LEFT OUTER JOIN EMWI on EMCC.EMGroup = EMWI.EMGroup and EMCC.CostCode = EMWI.CostCode
  • Group by Clause
    • EMCC.CostCode, EMCC.Description

Configure the lookup in Viewpoint by following the steps below.

  1. Open PR Timecard Entry and click the Field properties on Cost Code
  2. Click the Lookups tab in the field properties window and add the custom lookup created above
  3. Enter in the parameters as shown in the screen shot below (31,31,32)
  4. Change the load Sequence to 0 and ensure that it is the only 0

 

Portal Configuration

Follow the steps below to optimize the timecard for mechanic work orders

  1. Navigate to Admin > Timecard Settings (or Admin Crew Timecard Settings if adjusting for crew)
  2. Select the proper Company and Payroll Group
  3. Click the Advanced button on the Equipment row
  4. Check the Auto Select 1st Value checkbox next to WOItem, Equipment, and Cost Code

 

 

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